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System Admin not able to search "Opportunity Primary Campaign Source"

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  • System Admin not able to search "Opportunity Primary Campaign Source"

    Everything seems to be working in the system mapping process except when I go to indicate the primary campaign source, this window pops up:

    Search Results
    No records found due to one of the following:
    • There are no records of this type
    • You don't have permission to see any of the records

    I've double checked that the campaign is already created and in the system, so I would guess it's a problem with the latter, but given I'm the system administrator, I'm not sure how I wouldn't have this permission. Where should I be looking to confirm this is the case and go about changing those settings?

  • #2
    Good day @everthriveil

    Would you please share the screenshot of the error as well as the username of the user in the question?
    Regards,
    Click & Pledge Support Department

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    • #3
      Username is [email protected]. Here is the screenshot:

      Click image for larger version

Name:	CP_Salesforce error screenshot.jpg
Views:	13
Size:	189.6 KB
ID:	46079

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      • #4
        Please note that inactive Campaign will NOT appear in the lookup and the above one is inactive which is the reason you don't see in the lookup.

        Click image for larger version

Name:	Campagin inactive.jpg
Views:	12
Size:	73.4 KB
ID:	46105
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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